Plan Ledger DOL Form 5500 · updated monthly

Caring Place Healthcare Group, LLC401(k)

CARING PLACE HEALTHCARE GROUP 401(K) PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.10%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Caring Place Healthcare Group, LLC reported $8,976 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $107 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (1,998th of 3,295), and the 5,741st of 11,911 in health care & social assistance. In 2024, employees put in $9.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,879,175
Participants with balances311
Active participants735
Employer contributions$78,780
Employee contributions$723,882
Employer contribution per active participant$107
Average account balance$31,766
Benefits paid to participants$899,082
Plan auditUnmodified (clean) audit opinion
The Caring Place Healthcare Group, LLC 401(k) match · 2024
Employer contribution per active participant$107
Median for plans this size$1,313

Caring Place Healthcare Group, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
PENSION CORPORATION OF AMERICA · Contract administrator · Recordkeeping$8,976

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$8,976 · 0.10%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Positive Education Program OH$10.1M · 0.13%
Luther Home of Mercy OH$10.0M · 0.00%
Eastway Corporation OH$9.9M · 0.70%
Carvaka, LLC OH$9.8M · 0.89%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 810799821 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.